Context
The Demandbase app package creates a number of custom fields that you can add to page layouts within Salesforce.
Our integration is very light-weight. We have a small AppExchange package that helps set up our lead to account matching and provides the custom fields we'll write your engagement data to. By default, we only write to fields created by our app package. You can add these fields to your page layouts as you see fit.
Once the integration sync is complete, Demandbase sends engagement data to the custom fields in Salesforce. The initial sync may take 2-5 days, depending on volume. You can monitor the progress in Demandbase at Settings > System Monitoring > Data Sync Status.
Tip: You can also create additional custom fields in Demandbase and Salesforce. See Create Demandbase Calculated Fields for Connected Mode.
Prerequisites
- You must have Admin privileges within your Salesforce environment.
- Install our latest Demandbase app package: Salesforce AppExchange: Demandbase (ABX Cloud) Package.
Important: Even if you already had the Demandbase app package installed, you'll need the latest version to access all of the components. When you log in to Salesforce and check out the AppExchange listing, it will tell you what version you have and what the latest version is.
Steps: Add Demandbase Custom Fields to Page Layouts
- Log in to Salesforce as an Admin user.
- Click on Setup in the top right of the page.
- In the left navigation area, quick search for Customize (Salesforce Classic) or Object Manager (Salesforce Lightning) and choose the object you'd like to add fields to. For example, Leads.
- Expand the Object, click on Page Layouts.
- Click Edit on the page layout you want to add the Demandbase fields.
- Drag each desired Demandbase field anywhere in the Object information area.
Important: In the Page Layout area you can see the available fields for your object. Demandbase custom field names begin with "engagio." - (Optional) Create a new Section on the Page Layout by dragging the Section field into the page. Add Demandbase fields to that section.
- Click Save.
- Repeat these steps to add Demandbase fields to the Account and Contact page layouts.
Steps: (Optional) Add Matched Lead Related List to the Account Object
- In Salesforce, go to Account Page Layouts. Click Related Lists and select Demandbase Matched Leads.
- Drag the Demandbase Matched Lead section just above or below Contacts so that you can view the Account's Contacts and Demandbase Matched Leads at a glance.
List of Demandbase Custom Fields
Accounts
| Field | API Name | Field Type | Definition |
| Competitive Intent Keywords | engagio__Competitive_Intent_Keywords_longtext__c | Long Text |
Keywords showing competitive intent Important: A maximum of three keywords are shown. |
| Customer Date | enegagio_CustomerDate__c | Date/Time | Date account entered designated Customer Journey Stage |
| Demandbase Journey Stage | engagio__Status__c | Text | Journey Stage of account |
| Engaged People | engagio__EngagedPeople__c | Number | Number of known leads & contacts that have engagement activity in the last 90 days |
| Engagement Minutes (1 mo.) | engagio_EngagementMinutesLast30Days__c | Number | Sum of engagement minutes in the last 1 month |
| Engagement Minutes (3 mo.) | engagio__EngagementMinutesLast3Months__c | Number | Sum of engagement minutes in the last 3 Months |
| Engagement Minutes (7 days) | engagio__EngagementMinutesLast7Days__c | Number | Sum of engagement minutes in the last 7 days |
| First Engagement Date | engagio__FirstEngagementDate__c | Date/Time | Date of first engagement activity |
| High Intent Engagement Mins (1 mo.) | engagio__IntentMinutesLast30Days__c | Number | Sum of High Intent engagement minutes in the last 1 month |
| High Intent Keywords | engagio__HighIntentKeywords_longtext__c | Long Text |
Keywords showing high intent Important: A maximum of three keywords are shown |
| MQA Date | engagio__MQADate__c | Date/Time | Date account entered MQA Journey Stage |
| Number of People | engagio__NumberOfPeople__c | Number | Number of known leads & contacts that have been matched to the Account |
| Pipeline Date | engagio_PipelineDate__c | Date/Time | Date account entered designated Pipeline Journey Stage |
| Pipeline Predict Score | engagio__pipeline_predict_score__c | Number | Predictive Score assigned to the account based on how likely an account is to becoming an opportunity in the next 30 days |
| Qualification Score | engagio__qualification_score__c | Number | Qualification Score assigned to the account based on how likely an account is to ever become a customer |
| Sales Touches (14 days) | engagio_Sales_Touches_14_days__c | Number | Count of sales activities in the last 14 days |
| Sales Touches (7 days) | engagio_Sales_Touches_7_days__c | Number | Count of sales activities in the last 7 days |
| Top Web Traffic URL (14 days) | engagio__Top_Web_Traffic_URLs__c | Long Text |
Top 10 web pages visited in the last 14 days Important: A maximum of three URLs are shown. |
| Web Traffic (3 mo.) | engagio__WebVisitsLast3Months__c | Number | Number of page visits in the last 3 months (known and unknown) |
Contacts
| Field | API Name | Field Type | Definition |
| Department | engagio__Department__c | Text | Department of contact based on Salesforce title field |
| Engagement Minutes (1 mo.) | engagio_EngagementMinutesLast30Days__c | Number | Sum of engagement minutes in the last 1 month for the contact |
| Engagement Minutes (3 mo.) | engagio__EngagementMinutesLast3Months__c | Number | Sum of engagement minutes in the last 3 months for the contact |
| Engagement Minutes (7 days) | engagio__EngagementMinutesLast7Days__c | Number | Sum of engagement minutes in the last 7 days for the contact |
| First Engagement Date | engagio__FirstEngagementDate__c | Date/Time | Date of first engagement activity from the contact |
| High Intent Engagement Mins (1 mo.) | engagio__IntentMinutesLast30Days__c | Number | Sum of High Intent engagement minutes in the last 1 month for the matched account |
| Role | engagio__Role__c | Text | Role of contact based on Salesforce title field |
| Sales Touches (14 days) | engagio_Sales_Touches_14_days__c | Number | Count of sales activities in the last 14 days for the contact |
| Sales Touches (7 days) | engagio_Sales_Touches_7_days__c | Number | Count of sales activities in the last 7 days for the contact |
Leads
| Field | API Name | Field Type | Definition |
| Department | engagio__Department__c | Text | Department of lead based on Salesforce title field |
| Engagement Minutes (1 mo.) | engagio_EngagementMinutesLast30Days__c | Number | Sum of engagement minutes in the last 1 month for the lead |
| Engagement Minutes (3 mo.) | engagio__EngagementMinutesLast3Months__c | Number | Sum of engagement minutes in the last 3 months for the lead |
| Engagement Minutes (7 days) | engagio__EngagementMinutesLast7Days__c | Number | Sum of engagement minutes in the last 7 days for the lead |
| First Engagement Date | engagio__FirstEngagementDate__c | Date/Time | Date of first engagement activity from the lead |
| High Intent Engagement Mins (1 mo.) | engagio__IntentMinutesLast30Days__c | Number | Sum of High Intent engagement minutes in the last 1 month for the matched account |
| Match Time | engagio__Match_Time__c | Date/Time | Date and Time lead was matched to account in Demandbase |
| Matched Account | engagio__Matched_Account__c | Lookup(Account) | Account the lead has been matched to based on DB Lead to Account matching algorithm |
| Matched Account Annual Revenue | engagio__Matched_Account_Annual_Revenue__c | Currency | Revenue of the matched account |
| Matched Account Demandbase Journey Stage | engagio__Matched_Account_Engagio_Status__c | Text | Journey Stage of matched account |
| Matched Account Employees | engagio__Matched_Account_Employees__c | Number | Employee Count of the matched account |
| Matched Account Engagement Mins (3 mo.) | engagio__Matched_Account_EngageMinsLast3Months__c | Number | Sum of engagement minutes in the last 3 months for the matched account |
| Matched Account Engagement Mins (7 days) | engagio__Matched_Account_EngageMinsLast7Days__c | Number | Sum of engagement minutes in the last 7 days for the matched account |
| Matched Account HQ State | engagio__Matched_Account_HQ_State__c | Text | HQ State of matched account |
| Matched Account Industry | engagio__Matched_Account_Industry__c | Text | Industry of matched account |
| Matched Account Name | engagio__Matched_Account_Name__c | Text | Name of matched account |
| Matched Account Owner Name | engagio__Matched_Account_Owner_Name__c | Text | Owner of matched account |
| Matched Account Type | engagio__Matched_Account_Type__c | Text | Account Type of matched account |
| Role | engagio__Role__c | Text | Role of lead based on Salesforce title field |
| Sales Touches (14 days) | engagio_Sales_Touches_14_days__c | Number | Count of sales activities in the last 14 days for the lead |
| Sales Touches (7 days) | engagio_Sales_Touches_7_days__c | Number | Count of sales activities in the last 7 days for the lead |